Ralph Weidenmann, Partner
Gold corrects by a total of ten percent. Risk-averse investors cause market performance to melt again. Risk premiums in fixed-income paper are on the rise. The gold price correction nearly touched the mark of 1600 US dollars per ounce. This represents a correction of over ten percent since early March. But the gold buyers returned when the equity markets began >>
Private investors lose 100 billion euro. ABB stock energized again – buy. Novartis stock at entry level. And: brokers can err, too! The response of the financial market to China’s new growth target (7.5 percent; see “Politics and business”) has been disparate. While the stock markets acknowledged the news with a vigorous slump, energy prices (oil) remain stable at a >>
A slightly better mood on the financial markets could slow down the gold uptrend. Buy recommendations for Siemens, the French construction company Vinci, and Baker Hughes, the US oilfield services company. Increase stock exposure. After an interim rally since the beginning of the year, the consolidation phase for gold, silver, and platinum is back. It is accompanied by improved sentiment >>
Italy and Spain borrow without a hitch. Sharp rebound in solar stocks is just the beginning of a recovery. The general situation of the financial markets is still strongly impacted by the debt crisis in Europe. But when investors brace themselves for negative news, they will tend to react in a positive way to news that is only half as >>
Critical review of recommendations. Corporate capital requirements result in capital increases and divestment. The buy thresholds suggested in the October issue for ABB (15.50) and Holcim (48.00) were attained only three weeks later. This illustrates how volatile the equity markets are – even for blue chips. The markets are nervous in both directions: Investors either missed the upswing and are >>
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